Alpha Family Trust

Position in DLTR — Dollar Tree, Inc.

CIK 1568991 Los Angeles, CA

Position in DLTR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$316,889

+$29,973 QoQ

Shares Held

2,620

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#541

of 858 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Consumer Defensive · as of Jun 30, 2026

Alpha Family Trust holds $5,672,742 across 5 Discount Stores names. DLTR ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,765	$2,586,574
2	WMT	Walmart Inc.	19,020	$2,154,205
3	TGT	Target Corp	2,550	$333,055
4	DLTR	Dollar Tree, Inc. This page	2,620	$316,889
5	DG	Dollar General Corp	2,450	$282,019

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,889	2,620	0.0%	Shares	Defined	2026-08-10
2026-03-31	$286,916	2,620	0.0%	Shares	Defined	2026-05-13
2025-12-31	$322,286	2,620	0.0%	Shares	Defined	2026-02-12
2025-09-30	$247,249	2,620	0.0%	Shares	Defined	2025-11-12
2025-06-30	$259,484	2,620	—	Shares	Defined	2025-08-13
No filing history on record for this holder in this stock.